Know Your PMS · Monthly tearsheet
DEDICATED
Month-end SEBI-filed returns only. No daily or weekly views. Stated benchmarks appear as labels; relative metrics show when present on the strategy payload.
As of Jan_20229 months filed
CAGR
Needs 12 months
Total return
6.91%
Max drawdown
-2.85%
Sharpe
Needs 12 months
Sortino
Needs 12 months
Calmar
Needs 12 months
Win months
66.67%
Best / worst month
7.4% / -2.9%
Monthly returns
Calendar heatmap · filed months only
Strategy Monthly Returns Data table
| JAN | FEB | MAR | APR | MAY | JUN | JUL | AUG | SEP | OCT | NOV | DEC | YTD | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2022 | -2.85% | – | – | – | – | – | – | – | – | – | – | – | -2.85% |
2021 | – | – | – | -1.72% | 7.43% | – | 1.96% | 1.23% | 0.48% | 0.23% | -1.63% | 1.93% | 10.05% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Jan_2022 | Jan_2022 | Ongoing | 2.85% | 1 mo · open |
| Apr_2021 | Apr_2021 | May_2021 | 1.72% | 1 mo |
| Nov_2021 | Nov_2021 | Dec_2021 | 1.63% | 1 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
5 mo
Longest loss streak
1 mo
Ann. volatility
9.85%
Downside deviation
7.41%